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Texas Capital Bancshares’s UnitedHealth UNH Stock Holding History

Texas Capital Bancshares’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$93.6K Sell
271
-1,323
-83% -$400K 0.04% 88
2025
Q2 		$497K Sell
1,594
-6
-0.4% -$2.29K 0.18% 52
2025
Q1 		$838K Sell
1,600
-64
-4% -$32.7K 0.36% 36
2024
Q4 		$842K Buy
1,664
+4
+0.2% +$2.27K 0.34% 32
2024
Q3 		$971K Hold
1,660
– – 0.39% 30
2024
Q2 		$845K Sell
1,660
-11
-0.7% -$5.39K 0.35% 34
2024
Q1 		$827K Sell
1,671
-24
-1% -$12.2K 0.37% 38
2023
Q4 		$892K Hold
1,695
– – 0.48% 28
2023
Q3 		$855K Buy
1,695
+19
+1% +$9.35K 0.47% 35
2023
Q2 		$806K Sell
1,676
-36
-2% -$17.6K 0.45% 36
2023
Q1 		$809K Buy
1,712
+17
+1% +$8.2K 0.51% 34
2022
Q4 		$899K Buy
1,695
+19
+1% +$10.1K 0.63% 27
2022
Q3 		$847K Hold
1,676
– – 0.69% 25
2022
Q2 		$861K Hold
1,676
– – 0.65% 26
2022
Q1 		$855K Sell
1,676
-195
-10% -$94K 0.52% 33
2021
Q4 		$940K Hold
1,871
– – 0.56% 26
2021
Q3 		$731K Hold
1,871
– – 0.51% 30
2021
Q2 		$749K Buy
1,871
+5
+0.3% +$1.99K 0.54% 29
2021
Q1 		$694K Buy
+1,866
New +$647K 0.56% 30
2015
Q4 		– Sell
-2,250
Closed -$261K – 93
2015
Q3 		$261K Sell
2,250
-300
-12% -$35.9K 0.22% 72
2015
Q2 		$311K Buy
2,550
+50
+2% +$5.92K 0.21% 69
2015
Q1 		$296K Sell
2,500
-20
-0.8% -$2.22K 0.16% 99
2014
Q4 		$255K Buy
+2,520
New +$239K 0.14% 132

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Texas Capital Bancshares's UNH Position: Q3 2025 in Review

Texas Capital Bancshares reduced its UnitedHealth (UNH) stake by 83% in Q3 2025, selling an estimated $400K and leaving 271 shares worth $93.6K. The position accounts for 0.04% of the portfolio, ranked #88.

Texas Capital Bancshares first reported a position in UNH in Q4 2014 and has held it in 23 quarters since. The position peaked at $971K in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Texas Capital Bancshares held 271 shares of UnitedHealth worth $93.6K as of Q3 2025.
  • Texas Capital Bancshares sold 1,323 UnitedHealth shares in Q3 2025, an estimated $400K.
  • UnitedHealth made up 0.04% of Texas Capital Bancshares's portfolio in Q3 2025, its #88 holding.
  • Texas Capital Bancshares first reported a position in UnitedHealth in Q4 2014 and has held it in 23 quarters since.
  • Texas Capital Bancshares's UnitedHealth position peaked at $971K in Q3 2024.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Texas Capital Bancshares's 13F filing for Q3 2025, filed 13 Nov 2025.